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Morningstar
MORN

Overview Fund Activity

222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
85
Reduced
77
Closed
43
Calls
$1.48M
Puts
$513K
Net Calls
+$963K
Net Calls Change
-$3.95M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$53.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$21.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$37.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.76M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$9.75M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.12M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$21.5M +$10.8M +93,115 +101%
Northern Trust
27
Northern Trust
Illinois
$21.5M +$1.26M +10,835 +6%
Bank of America
28
Bank of America
North Carolina
$20.1M +$25.6K +220 +0.1%
Parnassus Investments
29
Parnassus Investments
California
$18.8M +$4.96M +42,651 +36%
CCM
30
Copeland Capital Management
Pennsylvania
$18.2M -$297K -2,558 -2%
CC
31
Chicago Capital
Illinois
$16.6M -$304K -2,616 -2%
BTW
32
Boston Trust Walden
Massachusetts
$16.6M +$474K +4,075 +3%
PPA
33
Parametric Portfolio Associates
Washington
$15.5M +$97.9K +842 +0.6%
WRF
34
Waddell & Reed Financial
Kansas
$14.8M +$1.54M +13,229 +12%
Charles Schwab
35
Charles Schwab
California
$14.5M +$484K +4,163 +3%
CIM
36
Confluence Investment Management
Missouri
$14.2M -$313K -2,689 -2%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$12.9M -$142K -1,225 -1%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$12.5M -$842K -7,239 -6%
MAM
39
Martingale Asset Management
Massachusetts
$12.2M -$145K -1,251 -1%
Millennium Management
40
Millennium Management
New York
$10.8M +$300K +2,584 +3%
CRM
41
Cramer Rosenthal McGlynn
Connecticut
$10.6M -$542K -4,660 -5%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$9.75M -$5.49M -47,265 -36%
GGPE
43
Golden Gate Private Equity
California
$9.38M +$1.91M +16,409 +26%
Goldman Sachs
44
Goldman Sachs
New York
$9.12M -$5.31M -45,706 -37%
AQR Capital Management
45
AQR Capital Management
Connecticut
$8.17M -$3.64M -31,314 -31%
Principal Financial Group
46
Principal Financial Group
Iowa
$7.48M +$4.15M +35,694 +125%
PGF
47
Pelham Global Financials
United Kingdom
$7.45M -$2.85M -24,485 -28%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$6.76M -$10.7K -92 -0.2%
NC
49
Nicholas Company
Wisconsin
$6.18M -$2.91K -25 -0%
Axa
50
Axa
France
$5.83M -$58.1K -500 -1%
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